Our Money Workplace Program (MWP) educates and supports the financial health, capability and confidence of your people — practical, hands-on and proven to have impact.
Eight critical areas explored across your program — each one practical, relevant and designed to create real change in your people's financial lives.
Each workshop builds on the last — progressing from foundations through to long-term financial planning and ongoing maintenance.
Core areas of benefit applicable to all participants irrespective of age or life stage. Sets the tone and builds the foundation for everything that follows.
Built to progress from Workshop 1. Increased rapport with participants enhances the experience and cuts through to more in-depth topics and strategies.
A look to the future — reviewing Workshops 1 & 2 and building a plan of attack for your people moving forward with their financial goals.
Money is like a golf course — engage with ongoing maintenance and the financial grass is green. Workshop 4 keeps the momentum and locks in lasting habits.
Every program is built on our proven three-pillar approach to financial capability and confidence.
At the core of everything we do is making concepts practical, relatable and actionable. Participants can link ideas back to their own situation and implement changes immediately.
When the ideas are practical and you have the tools to implement them, it shifts from unrelatable theory to transformational changes. Instant benefits create a positive reinforcement loop.
If it's not fun, it's not worth doing. When an experience isn't enjoyable, we disengage before changes have had time to make an impact. We make the journey as rewarding as the destination.
Start with a single session or commit to the full annual partnership — every option is designed to deliver real value for your people and business.
Want a custom program for your people or a detailed program outline? Contact us for more information →